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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $653,897 | $96,678+576.4% | $86,640+654.7% | $139,466+368.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 20.07% | 106.69%-86.6pp | 592.52%-572.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $31,285 | $3,265+858.1% | $3,024+934.4% | $4,754+558.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $13,630 | $6,410+112.6% | $5,616+142.7% | $11,409+19.5% |